TaxFolder Update (January 17, 2024)

On January 17, 2024, we deployed an update to TaxFolder that includes several improvements and fixes.

Enhancements

• Added French language support for some error messages in the Preparer Dashboard. We will continue to add French language updates to the Preparer Dashboard in future TaxFolder updates.
• Improved the overall performance and responsiveness of the Preparer Dashboard.
• Improved the positioning of signatures on forms and signature certificates.
• Added filtering for unassigned engagements to the In Progress tab in the Preparer Dashboard.

Resolved Issues

• Customer Reported RESOLVED: TaxFolder Client File Upload Requires Lowercase Extension
• Reassigning engagements in bulk will now only trigger one email notification to the preparer instead of sending one email per engagement.